Ambarella Beat Estimates but Fell as NXP Buyout Talk Lingered. Is the Edge-AI Upside Already Priced In?
Ambarella reported fiscal Q2 revenue of $108.1 million, up 13.2% year over year, and adjusted earnings of $0.18 per share versus $0.17 expected.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 86,100 | $20,451,333 | +18% | 0.47% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $225.48 | 225 | $50,733.00 | 11,937 | 2025-12-03 | Filing | |
| $257.54 | 146 | $37,600.11 | 11,297 | 2024-07-30 | Filing | |
| $218.07 | 203 | $44,268.21 | 10,540 | 2023-08-02 | Filing | |
| $178.07 | 135 | $24,039.45 | 9,039 | 2022-03-15 | Filing | |
| $132.98 | 2 | $281.47 | 885 | 2020-10-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $240.00 | 3,355 | $805,200.00 | 288 | 2026-10-01 | Filing | |
| $226.04 | 1,000 | $226,040.00 | 7,942 | 2026-09-15 | Filing | |
| $315.57 | 1,000 | $315,570.00 | 8,942 | 2026-06-15 | Filing | |
| $316.53 | 1,746 | $552,661.38 | 3,643 | 2026-06-01 | Filing | |
| $235.00 | 5,289 | $1,242,915.00 | 2,020 | 2026-04-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 142,811 | $33,922,029 | 0.57% | |
| 2. | 11,782 | $2,798,578 | 0.4% | |
| 3. | 4,812 | $1,142,994 | 0.04% | |
| 4. | 4,740 | $1,125,794 | 0.01% | |
| 5. | 4,546 | $1,079,811 | 0.12% |